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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,447 | $94,436-23.3% | $115,599-37.3% | $82,637-12.3% |
| Participation rate | 82.5% | 70.4%+12.1pp | 74.3%+8.2pp | 68.1%+14.4pp |
| Annual return | 18.32% | 18.37%-0.1pp | 111.10%-92.8pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,106 | $2,324-52.4% | $2,955-62.6% | $2,552-56.7% |
| Participant deferral / active EE | $2,034 | $3,955-48.6% | $4,889-58.4% | $4,126-50.7% |
| Admin fee / account holder | $852 | $10,328-91.7% | $12,841-93.4% | $7,339-88.4% |